Contact
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Category & trade
Primary
retirement-planning · embed-ft 0.59
Tree path
Personal Finance › Retirement Planning
Group (tier-1)
Also (top-3)
Tech stack
AI readiness
AI-Readiness score
65 / 100 · ready · see similar
AI training policy
reserved
AI-bot protection
Blocked AI bots
ClaudeBotGPTBotChatGPT-Useranthropic-aiApplebot-ExtendedBytespiderCCBotGoogle-ExtendedMeta-ExternalAgentOAI-SearchBotPerplexityBotAmazonbot · 12
AI files
Evidence
robots:ClaudeBot+GPTBot+ChatGPT-User+anthropic-ai+Applebot-Extended+Bytespider+CCBot+Google-Extended+Meta-ExternalAgent+OAI-SearchBot+PerplexityBot+Amazonbotllms.txt
Compliance (GEO / GDPR)
TLD
Overview
Title
Regency | Retirement Plan Consultants
Description
Fee-only ERISA fiduciary advisor for 401(k) and pension plan sponsors — vendor benchmarking, investment oversight, group benefits. Independent since 2011; $12M+ in plan fees recovered.
Final URL
Language
en (html)
Scanned at
2026-06-26 10:50:28